Beruflich Dokumente
Kultur Dokumente
Microsoft Dynamics
NAV 2009 R2 or
Microsoft Dynamics
NAV 2009 SP1
Database to
Microsoft Dynamics
NAV 2015
White Paper
November 2014
Contents
Introduction ............................................................................................................................................................................................................................. 3
Data Upgrade Short Overview ......................................................................................................................................................................................... 3
Task 1: Run Upgrade Step 1 in the Microsoft Dynamics NAV 2009 R2 or SP1 development environment (Classic client) ....... 4
Task 2: Convert the Microsoft Dynamics NAV 2009 R2 or SP1 database to a Microsoft Dynamics NAV 2013 database ........... 5
Task 3: Convert the Old Database to a Microsoft Dynamics NAV 2015 Format .......................................................................................... 6
Task 4: Connect a Microsoft Dynamics NAV 2015 Server Instance to the Converted Database ........................................................... 6
Task 5: Run Schema Synchronization to initialize the database. ........................................................................................................................ 6
Task 6: Import the Application Objects to the Converted Database ................................................................................................................ 7
Task 7: Run the Schema Synchronization .................................................................................................................................................................... 7
Task 8: Run the Data Upgrade to perform Upgrade Toolkit Step 2 .................................................................................................................. 7
Task 9: Delete the Upgrade Objects and Obsolete Tables ................................................................................................................................... 8
Task 10: Import upgraded permission sets and permissions by using the Roles and Permissions XMLports................................. 8
Task 11: Set the Language of the Customer Database .......................................................................................................................................... 9
Task 12: Add New Control Add-ins ................................................................................................................................................................................ 9
Introduction
This whitepaper describes the tasks required for upgrading a Microsoft Dynamics NAV 2009 R2 or Microsoft
Dynamics NAV 2009 SP1 database to Microsoft Dynamics NAV 2015.
Using the uprade toolkit and conversions tools that are available, the tasks will lead you through the process
of converting the Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1 database to
Microsoft Dynamics NAV 2013, converting the Microsoft Dynamics NAV 2013 database to Microsoft
Dynamics NAV 2015, and finally, converting the old data with the old table and field structure to function
together with the table and field structure of Microsoft Dynamics NAV 2015.
In order to use the toolkit to upgrade data, you will also need the Microsoft Dynamics NAV 2013
development environment and Microsoft Dynamics NAV 2015.
Task 1: Run Upgrade Step 1 in the Microsoft Dynamics NAV 2009 R2 or SP1
development environment (Classic client)
1. Make sure that all table objects have compiled successfully.
To compile all table objects, in Object Designer, select all objects of type Table, and then on the Tools
menu, choose Compile. During compilation, Microsoft Dynamics NAV generates or regenerates the BLOB
content in the Object Metadata table that is used in the later steps.
2. Create a copy or a backup of the Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1
database, and open it in the Microsoft Dynamics NAV 2009 R2 or Microsoft Dynamics NAV 2009 SP1
development environment.
3. Add your Microsoft Dynamics NAV 2015 partner license to the database.
You can do this by selecting the Save License in Database field in the Alter Database window. If the
field was not already selected, a dialog box opens so you can specify the location of your partner license.
If the field was already selected, upload the partner license in the License Information window.
4. Open Object Designer, and then import Upgrade601800.[Country].1.fob from the
\UpgradeToolKit\Local Objects folder. In the Import Worksheet window, choose Replace All, and then
choose the OK button to import the objects.
5. For each company in the database, do the following:
a) Open the company, and make the relevant changes to data. For more information, see Task 3:
Data/Object Changes Prior to Step 1 in the MSDN Library.
b) In Object Designer, run form 104001, Upgrade - Old Version. Choose the Transfer Data button.
Important: After you have completed this step for all companies, we strongly recommend that you
create a full SQL backup the database by using SQL Server management tools.
6. When you have transferred all data for all companies, in the Upgrade - Old Version window, choose the
Delete Objects button.
This action deletes all objects in the database that are not tables, but also obsolete tables that belong to
functionality that is not available in Microsoft Dynamics NAV 2015.
Task 3: Convert the Old Database to a Microsoft Dynamics NAV 2015 Format
1. Install Microsoft Dynamics NAV 2015.
During the installation of Microsoft Dynamics NAV 2015, select the Choose an installation option, then
select the Custom option, where you choose to install the Client (with the Development Environment),
Server, and Administration Tool components.
2. To convert the old database to a Microsoft Dynamics NAV 2015 format, open the old database in the
Microsoft Dynamics NAV 2015 development environment, and then follow the instructions.
3. After the database conversion is completed, verify that all system tables are compiled.
System tables have IDs in the range 2000000004 to 2000000130. If any tables are not compiled, then you
must compile them. When you compile tables, on the Compile dialog box, set the Synchronize Schema
option to Later.
Replace <ServerInstanceName> with the name of the Microsoft Dynamics NAV Server instance that is
connected to the database. For more information, see How to: Run the Sync-NAVTenant Cmdlet to
Synchronize the Tenant Database with the Application Database.
In the output of this cmdlet, you can see which upgrade codeunits and functions were run, which companies
have been upgraded, the time it took to run each upgrade function, and a detailed description of errors that
occurred during the data upgrade.
If errors occurred while running the data upgrade, you can resolve them directly in the database (for example
by updating the upgrade codeunits) and then resume the data upgrade. To resume the data upgrade, on the
Tools menu, choose Data Upgrade, and then Resume.
Note: To optimize upgrade performance and effectively use the available computer resources, the data
upgrade functions are executed in parallel and across all companies by default. While performing this
step, if you discover that some functions are locking each other from executing, then you can configure
the data upgrade to execute data upgrade functions in serial instead of parallel. To do this, on the Start
Data Upgrade window, set the Execution Mode option to Serial. For more information see
http://msdn.microsoft.com/en-us/library/dn762348(v=nav.80).aspx.
From the Microsoft Dynamics NAV 2015 Administration Shell:
Open the Microsoft Dynamics NAV 2015 Administration Shell as an administrator, and then run StartNavDataUpgrade cmdlet as follows:
Start-NavDataUpgrade -ServerInstance <ServerInstanceName> -Force
Replace <ServerInstanceName> with the name of the Microsoft Dynamics NAV Server instance that is
connected to the database.
To view the progress of the data upgrade, you can run Get-NavDataUpgrade cmdlet as follows:
Get-NAVDataUpgrade -ServerInstance <ServerInstanceName> -Progress
Note: The data upgrade process runs CheckPreconditions and Upgrade functions in the upgrade
codeunits. If any of the preconditions are not met or an upgrade function fails, you must correct the error
and resume the data upgrade process.
Task 10: Import upgraded permission sets and permissions by using the Roles
and Permissions XMLports
You import the permission sets and permissions XML files according to the following procedure.
To import the permission sets and permissions
1. Delete all permission sets in the database except the SUPER permission set.
In Object Designer, run page 9802 Permission Sets, and then delete the permission sets.
2. Run XMLport 9171 Import/Export Permission Sets to import the permission sets XML file,
In the request page for the XMLport, in the Direction field, choose Import, choose the OK button, and
then specify the permission sets XML file.
3. Run XMLport 9172 Import/Export Permissions to import the permission XML file.
In the request page for the XMLport, in the Direction field, choose Import, choose the OK button, and
then specify the permissions XML file.
+ Share
The information contained in this document represents the current view of Microsoft
Corporation on the issues discussed as of the date of publication. Because Microsoft
must respond to changing market conditions, this document should not be interpreted
to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the
accuracy of any information presented after the date of publication. This white paper is
for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS,
IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
2014 Microsoft. All rights reserved. Microsoft, Microsoft Dynamics and the Microsoft
Dynamics logo are trademarks of the Microsoft group of companies.